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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (90101)	1/27/2000 5:54:00 PM
From: xun	Read Replies (1) \| Respond to of 1570486

Bill, <The only problem is can AMD supply all these players at this time? or will Dell go to the end of the line.> I think AMD has no problem satisfying Dell. I suspect Dresden's delay is solely due to the fact that AMD is buying its time. It doesn't make economic sense for AMD to bring Dresden online at this moment. AMD needs to recoup its investment in Fab25 as much as possible while its competitiveness allows it to do so. If we reflect Raza's view (rumor?) on Dresden, I am pretty sure Dresden becomes a problem for AMD even though it turns out to be a good problem now. If Dell is on board, I bet AMD will do whatever it takes to satisfy Dell. The day Dell comes on board, we will see $300 in a hurry:~) panic_mob panic_mob